See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,241 | $56,277-44.5% | $80,975-61.4% | $62,891-50.3% |
| Participation rate | 56.5% | 69.0%-12.5pp | 75.8%-19.4pp | 69.3%-12.9pp |
| Annual return | 11.26% | 22.12%-10.9pp | 17.10%-5.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,055 | $1,943-45.7% | $3,714-71.6% | $2,281-53.8% |
| Participant deferral / active EE | $4,454 | $4,195+6.2% | $5,696-21.8% | $3,203+39.1% |
| Admin fee / account holder | $1,138 | $3,741-69.6% | $5,516-79.4% | $4,296-73.5% |